Soul Patt's AIS Breakeven $0.735, page-16

It is. I must say the pristine balancehseet is one of the things that keeps me on AIS.
It keeps the NML predicament well out of the realm of reality. I like to own companies that are (with fairly reasonable assumption) financially sound and cashflow positive for a decade. As long as that assumption is true with a leeway of a few quarters of weakness here and there - AIS can stay in the portfolio. I've seen this kind of weakness on my mining cornerstones over the last 20+ years specially in the growth phase of a miners lifecycle. It is to be expected.



Nice to see buying interest after the initial shock and awe For me that is not the silver lining on this. Cracow is IMO.
As for cash and equivalents its should be around $68.7m same as the end CY, unless there was something unforeseen.